+27.0%
USHY vs SOXQ
+232.9%
-205.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.1% |
| 7D | -0.7% | +0.8% | -1.4% | -0.7% |
| 30D | -0.7% | -4.6% | +3.9% | -0.4% |
| 3M | +0.1% | -10.2% | +10.2% | +0.5% |
| 6M | +1.8% | +49.7% | -47.9% | -1.9% |
| YTD | +1.8% | +67.2% | -65.5% | -2.9% |
| 1Y | +3.3% | +98.0% | -94.7% | -2.9% |
| 3Y | +27.0% | +237.2% | -210.2% | +9.5% |
| All | +27.0% | +232.9% | -205.9% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling